+73.8%
NFLX vs EQH
+100.2%
-26.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.5% |
| 7D | -1.1% | +0.7% | -1.8% | -1.2% |
| 30D | +4.3% | +2.8% | +1.5% | +3.6% |
| 3M | -4.8% | +23.1% | -27.8% | -9.1% |
| 6M | -18.4% | +41.4% | -59.8% | -24.8% |
| YTD | -17.4% | +14.3% | -31.7% | -20.2% |
| 1Y | -35.7% | +1.6% | -37.3% | -36.0% |
| 3Y | +73.8% | +102.7% | -28.9% | +59.7% |
| All | +73.8% | +100.2% | -26.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EQH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling